Case Management Software

Organize and secure your case data

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Keep track of all your leads, clients, case details and documents in one online system.

Document and form management

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Generate retainers, send for electronic signatures, and upload and manage case documents, photos, medical records, statements, police reports, insurance information and more...

Track time and expenses by case

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Input time and expenses with notes and run reports by client and case.

Appointment and task reminders

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Schedule appointments or tasks with reminders and stay organized, on task and get reminders of upcoming things to do.

Client portal

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Communicate securely with clients through their online account (client portal).

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Make documents available to clients and let them upload case files from their portal into their case file. 

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Increase transparency and improve client satisfacton with an online account. 

Got workflow or no flow?

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Workflows are extremely valuable for tracking the status of every lead, case and important milestones.  Link workflows to tasks and client communication and you could have a well-oiled case management machine. 

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Improve visibility and accountability and make sure that no lead, case or client communication opportunity is missed.